伦铜沪铜齐创新高,铜为何被称为“铜博士”?
Sou Hu Cai Jing·2025-12-23 01:37

Group 1 - Copper prices reached historical highs, with London copper up 0.4% at $11,925 per ton and Shanghai copper closing at 94,320 yuan per ton, an increase of 1.73% [1] - Copper is referred to as "Dr. Copper" due to its role as a leading indicator for global manufacturing and economic growth, reflecting the activity level of the real economy [1] - Historical data shows that copper prices often lead GDP and PMI indicators by 6-12 months, making it a reliable predictor of economic turning points [1] Group 2 - Ongoing supply shortages are supporting copper prices, with mining giant Glencore lowering its 2026 copper production forecast, highlighting a tight supply situation in the short to medium term [2] - The Chilean state-owned copper company has raised COMEX-LME copper premium quotes, causing a shift of global copper inventories towards the U.S., with COMEX inventories reaching a historical high of 450,000 tons, exacerbating shortages in non-U.S. regions [2] - The recent performance of the colored ETF (159980.SZ) shows a record scale of 3.682 billion yuan and 1.909 billion shares, with significant net inflows totaling 858 million yuan over the past 18 days [2]

伦铜沪铜齐创新高,铜为何被称为“铜博士”? - Reportify